Alisa Edmondson

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2013 → 08/2019
  Nationwide Investment Services Corp
  Columbus, OH
• 09/2019 → 10/2022
  Lpl Financial Llc
  Arlington, OH
• 08/2019 → 10/2022
  Heartland Bank (Oh)
  Arlington, OH
• 10/2022 → Present
  Fidelity Investments, Llc
  Franklin, TN
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-01-12 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Franklin, TN
• 2019-09-10 → 2022-12-14
  Lpl Financial Llc
  Upper Arlington, OH
  Florence, KY
  Ft Mitchell, KY
  Ft Thomas, KY
  Pickerington, OH
  Newark, OH
  Reynoldsburg, OH
  Gahanna, OH
• 2017-07-20 → 2019-08-29
  Nationwide Investment Advisors, Llc
  Columbus, OH

Exams

• S63 Uniform Securities Agent State Law Examination
  2017-07-24
• S65 Uniform Investment Adviser Law Examination
  2017-07-11

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Alisa J Kerr
• Alisa Jane Kerr
• Alisa Jane Edmondson